Holdings
Birchwood Financial Partners, Inc.
As of Jun 30, 2026, Birchwood Financial Partners, Inc. reported 167 positions worth US$31.6M. Largest: Apple Inc, Donaldson Company, Inc. and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 17,174 | US$4.97M | −745 | Jun 30, 2026 |
| Donaldson Company, Inc. | 39,469 | US$3.54M | −216 | Jun 30, 2026 |
| Microsoft Corp. | 7,435 | US$2.77M | no change | Jun 30, 2026 |
| Unitedhealth Group Incorporated | 5,790 | US$2.41M | −317 | Jun 30, 2026 |
| 3m Company | 8,008 | US$1.3M | −151 | Jun 30, 2026 |
| Lam Research Corporation | 2,475 | US$1.07M | −33 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 2,885 | US$1.03M | −16 | Jun 30, 2026 |
| C.h. Robinson Worldwide, Inc. | 4,880 | US$919K | −695 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 1,789 | US$895K | +5 | Jun 30, 2026 |
| Xcel Energy Inc. | 8,929 | US$717K | −323 | Jun 30, 2026 |